Phillips 66
PSX- Exchange
- NYSE
- Industry
- Petroleum Refining
- SEC CIK
- 0001534701
In the last 90 days, Phillips 66 insiders filed 0 open-market purchases and 7 sales; 2,109 institutions reported holding it in 13F filings for Q2 2026, worth $53.5B in total; 3 superinvestors hold it, including Elliott Investment Management and Harris Associates (Oakmark).
13F holders, Q3 2023
Institutional positions in Phillips 66 as of Sep 30, 2023. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 1,664
- +142 vs. Q2 2023
- Shares held
- 320.6M
- −2.53M (−0.8%) vs. Q2 2023
- Total value
- $38.5B
- +$7.72B (+25.1%) vs. Q2 2023
- New holders
- 215
- 565 more added
- Sold out
- 73
- 597 more reduced
20 institutions that held it in Q2 2023 haven't filed for Q3 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 2023: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting PSX on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 2,109 | $53.5B |
| Q1 2026 | 2,132 | $57.0B |
| Q4 2025 | 1,904 | $39.9B |
| Q3 2025 | 1,838 | $41.6B |
| Q2 2025 | 1,765 | $37.4B |
| Q1 2025 | 1,796 | $37.9B |
| Q4 2024 | 1,782 | $34.9B |
| Q3 2024 | 1,775 | $39.8B |
| Q2 2024 | 1,787 | $44.2B |
| Q1 2024 | 1,879 | $52.2B |
| Q4 2023 | 1,793 | $43.7B |
| Q3 2023 | 1,664 | $38.5B |
| Q2 2023 | 1,542 | $30.9B |
| Q1 2023 | 1,573 | $33.4B |
| Q4 2022 | 1,575 | $35.1B |
| Q3 2022 | 1,419 | $27.4B |
| Q2 2022 | 1,445 | $28.3B |
| Q1 2022 | 1,451 | $29.1B |
| Q4 2021 | 1,358 | $22.2B |
| Q3 2021 | 1,239 | $21.2B |
| Q2 2021 | 1,327 | $26.3B |
| Q1 2021 | 1,272 | $25.0B |
Institutions, Q3 2023
Shares, value and share of portfolio for each institution holding Phillips 66; share changes are against Q2 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Retirement Investment Advisors, Inc. | 13,502 | $1.62M | 0.15% | +1,926+16.6% | Added |
| STRS Ohio | 13,453 | $1.62M | 0.01% | −5,214−27.9% | Reduced |
| Twin Capital Management Inc | 13,400 | $1.61M | 0.23% | +4,294+47.2% | Added |
| Fortem Financial Group, LLC | 13,387 | $1.61M | 0.94% | −2,666−16.6% | Reduced |
| Evercore Wealth Management, LLC | 13,285 | $1.60M | 0.03% | +33+0.2% | Added |
| Redwood Investment Management, LLC | 13,265 | $1.59M | 0.14% | −4,439−25.1% | Reduced |
| Fruth Investment Management | 13,195 | $1.58M | 0.47% | −100−0.8% | Reduced |
| Welch & Forbes LLC | 13,074 | $1.57M | 0.03% | +25+0.2% | Added |
| Inscription Capital, LLC | 13,055 | $1.57M | 0.51% | −1,266−8.8% | Reduced |
| Axxcess Wealth Management, LLC | 13,050 | $1.57M | 0.05% | +9,431+260.6% | Added |
| Dynamic Advisor Solutions LLC | 12,991 | $1.56M | 0.07% | −4,856−27.2% | Reduced |
| Credit Agricole S A | 12,955 | $1.56M | 0.05% | −43,442−77.0% | Reduced |
| Centiva Capital, LP | 12,830 | $1.54M | 0.08% | +40.0% | Added |
| Scotia Capital Inc. | 12,828 | $1.54M | 0.01% | −38,257−74.9% | Reduced |
| Parallel Advisors, LLC | 12,774 | $1.53M | 0.05% | −653−4.9% | Reduced |
| YHB Investment Advisors, Inc. | 12,723 | $1.53M | 0.14% | −268−2.1% | Reduced |
| Estate Counselors, LLC | 12,670 | $1.52M | 0.20% | −50−0.4% | Reduced |
| Smith, Moore & Co. | 12,642 | $1.52M | 0.20% | +859+7.3% | Added |
| Ar Asset Management Inc | 12,600 | $1.51M | 0.42% | 00.0% | Unchanged |
| Paradigm Asset Management Co LLC | 12,600 | $1.51M | 0.43% | −800−6.0% | Reduced |
| United Services Automobile Association | 12,576 | $1.51M | 0.04% | +1,569+14.3% | Added |
| Lido Advisors, LLC | 12,542 | $1.51M | 0.02% | +845+7.2% | Added |
| Wetherby Asset Management Inc | 12,530 | $1.51M | 0.09% | −185−1.5% | Reduced |
| Exeter Financial, LLC | 12,525 | $1.50M | 0.80% | 00.0% | Unchanged |
| Allworth Financial LP | 12,502 | $1.50M | 0.01% | +241+2.0% | Added |
| Marion Wealth Management | 12,491 | $1.50M | 0.53% | −19−0.2% | Reduced |
| First National Advisers, LLC | 12,471 | $1.50M | 0.67% | +5,074+68.6% | Added |
| Moors & Cabot, Inc. | 12,466 | $1.50M | 0.10% | −1,696−12.0% | Reduced |
| SG Americas Securities, LLC | 12,185 | $1.46M | 0.02% | −14,038−53.5% | Reduced |
| Bangor Savings Bank | 12,177 | $1.46M | 0.17% | +125+1.0% | Added |
| Paragon Capital Management LLC | 12,141 | $1.46M | 0.86% | +108+0.9% | Added |
| Williams Jones Wealth Management, LLC. | 12,128 | $1.46M | 0.02% | 00.0% | Unchanged |
| Squarepoint Ops LLC | 12,087 | $1.45M | 0.01% | −735,510−98.4% | Reduced |
| Atlas Private Wealth Management | 12,073 | $1.45M | 0.78% | +317+2.7% | Added |
| SRN Advisors, LLC | 12,057 | $1.45M | 1.44% | +406+3.5% | Added |
| Massmutual Trust Co FSB | 11,998 | $1.44M | 0.05% | +322+2.8% | Added |
| Martingale Asset Management L P | 11,951 | $1.44M | 0.03% | +539+4.7% | Added |
| Dai-Ichi Life Insurance Company, Ltd | 11,930 | $1.43M | 0.03% | +491+4.3% | Added |
| Aurora Investment Counsel | 11,921 | $1.43M | 0.95% | −1,017−7.9% | Reduced |
| Pathway Financial Advisers, LLC | 11,902 | $1.43M | 0.59% | +11,902 | New |
| Spire Wealth Management | 11,828 | $1.42M | 0.05% | +7,317+162.2% | Added |
| Guardian Wealth Management, Inc. | 11,714 | $1.41M | 1.32% | +55+0.5% | Added |
| Community Bank & Trust, Waco, Texas | 17,411 | $1.41M | 0.50% | −2,959−14.5% | Reduced |
| Donoghue Forlines LLC | 11,626 | $1.40M | 0.50% | +11,626 | New |
| EHP Funds Inc. | 11,600 | $1.39M | 0.66% | −4,400−27.5% | Reduced |
| Boston Trust Walden Corp | 11,576 | $1.39M | 0.01% | 00.0% | Unchanged |
| Bragg Financial Advisors, Inc | 11,483 | $1.38M | 0.07% | −187−1.6% | Reduced |
| Edgestream Partners, L.P. | 11,354 | $1.36M | 0.11% | +3,663+47.6% | Added |
| Belpointe Asset Management LLC | 11,327 | $1.36M | 0.14% | +184+1.7% | Added |
| Verition Fund Management LLC | 11,268 | $1.35M | 0.02% | +11,268 | New |
| Veriti Management LLC | 11,259 | $1.35M | 0.15% | +44+0.4% | Added |
| Regal Investment Advisors LLC | 11,240 | $1.35M | 0.12% | −9,467−45.7% | Reduced |
| Ostrum Asset Management | 11,203 | $1.35M | 0.12% | +1,417+14.5% | Added |
| Moneta Group Investment Advisors LLC | 11,175 | $1.34M | 0.03% | +1,186+11.9% | Added |
| Armor Investment Advisors, LLC | 11,170 | $1.34M | 0.80% | +505+4.7% | Added |
| Buckingham Strategic Wealth, LLC | 11,159 | $1.34M | 0.02% | +894+8.7% | Added |
| Boyd Watterson Asset Management LLC | 11,149 | $1.34M | 0.59% | −36−0.3% | Reduced |
| Tiaa Trust, National Association | 11,146 | $1.34M | 0.00% | +11,146 | New |
| Diversified Trust Co | 11,095 | $1.33M | 0.05% | +1,569+16.5% | Added |
| Quantinno Capital Management LP | 11,091 | $1.33M | 0.06% | +3,614+48.3% | Added |
| Towle & Co | 11,050 | $1.33M | 0.18% | −230−2.0% | Reduced |
| Cowa, LLC | 10,995 | $1.32M | 0.89% | −707−6.0% | Reduced |
| Veracity Capital LLC | 10,948 | $1.32M | 0.61% | −1,799−14.1% | Reduced |
| Tower Bridge Advisors | 10,912 | $1.31M | 0.12% | −100−0.9% | Reduced |
| Resources Management Corp | 10,855 | $1.30M | 0.21% | +20+0.2% | Added |
| Fairfield, Bush & Co. | 10,829 | $1.30M | 0.85% | −1,098−9.2% | Reduced |
| Barry Investment Advisors, LLC | 10,822 | $1.30M | 0.47% | −184−1.7% | Reduced |
| BBR Partners, LLC | 10,815 | $1.30M | 0.15% | +30+0.3% | Added |
| RFG Advisory, LLC | 10,803 | $1.30M | 0.06% | −484−4.3% | Reduced |
| Islay Capital Management, LLC | 10,781 | $1.30M | 1.12% | +4,182+63.4% | Added |
| Thoroughbred Financial Services, LLC | 10,726 | $1.29M | 0.13% | +2,903+37.1% | Added |
| Jeppson Wealth Management, LLC | 10,647 | $1.28M | 0.59% | 00.0% | Unchanged |
| Adirondack Trust Co | 10,592 | $1.27M | 0.64% | −12−0.1% | Reduced |
| Erste Asset Management GmbH | 10,300 | $1.27M | 0.02% | +10,300 | New |
| Ieq Capital, LLC | 10,537 | $1.27M | 0.03% | +530+5.3% | Added |
| Pavion Blue Capital, LLC | 10,525 | $1.26M | 0.77% | +10.0% | Added |
| South State Corp. | 10,480 | $1.26M | 0.12% | +131+1.3% | Added |
| Savant Capital, LLC | 10,377 | $1.25M | 0.02% | +223+2.2% | Added |
| Financial Advocates Investment Management | 10,368 | $1.25M | 0.09% | +53+0.5% | Added |
| Wealthspire Advisors, LLC | 10,346 | $1.24M | 0.02% | +8,229+388.7% | Added |
| Lee Danner & Bass Inc | 10,346 | $1.24M | 0.11% | −270−2.5% | Reduced |
| Stevens Capital Management LP | 10,122 | $1.22M | 0.35% | +738+7.9% | Added |
| Csenge Advisory Group | 10,099 | $1.21M | 0.08% | −5,431−35.0% | Reduced |
| Integrated Wealth Concepts LLC | 10,005 | $1.20M | 0.02% | −3,497−25.9% | Reduced |
| Aquila Investment Management LLC | 10,000 | $1.20M | 1.11% | 00.0% | Unchanged |
| Infrastructure Capital Advisors, LLC | 10,000 | $1.20M | 0.22% | +3,147+45.9% | Added |
| Mountain Capital Investment Advisors, Inc | 10,532 | $1.19M | 0.45% | −9,486−47.4% | Reduced |
| Axq Capital, LP | 9,900 | $1.19M | 0.42% | +9,900 | New |
| Eisler Capital (UK) Ltd. | 9,862 | $1.18M | 0.05% | −89,319−90.1% | Reduced |
| Greenleaf Trust | 9,849 | $1.18M | 0.01% | +817+9.0% | Added |
| Rowland & Co Investment Counsel | 9,846 | $1.18M | 0.29% | +700+7.7% | Added |
| TCG Advisory Services, LLC | 9,811 | $1.18M | 0.18% | −1,688−14.7% | Reduced |
| Pine Valley Investments Ltd Liability Co | 9,644 | $1.16M | 0.11% | +3,595+59.4% | Added |
| XTX Topco Ltd | 9,643 | $1.16M | 0.20% | +9,643 | New |
| Moody National Bank Trust Division | 9,625 | $1.16M | 0.07% | −141−1.4% | Reduced |
| Signaturefd, LLC | 9,487 | $1.14M | 0.03% | +402+4.4% | Added |
| J. W. Coons Advisors, LLC | 9,478 | $1.14M | 0.33% | −1,250−11.7% | Reduced |
| Jackson Creek Investment Advisors LLC | 9,457 | $1.14M | 0.48% | +2,970+45.8% | Added |
| Lowe Brockenbrough & Co Inc | 9,429 | $1.13M | 0.09% | 00.0% | Unchanged |
| Strategic Advisors LLC | 9,409 | $1.13M | 0.22% | −1,247−11.7% | Reduced |